Partners Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Hold
8,307
0.68% 45
2025
Q1
$595K Buy
8,307
+375
+5% +$26.8K 0.67% 45
2024
Q4
$520K Buy
+7,932
New +$520K 0.59% 50